See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,430 | $67,411-25.2% | $91,001-44.6% | $70,131-28.1% |
| Participation rate | 78.2% | 71.4%+6.8pp | 75.6%+2.6pp | 69.5%+8.6pp |
| Annual return | 18.79% | -40.16%+59.0pp | 4.60%+14.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,887 | $1,786+5.6% | $2,456-23.2% | $2,342-19.5% |
| Participant deferral / active EE | $5,488 | $2,823+94.4% | $3,547+54.7% | $3,332+64.7% |
| Admin fee / account holder | $5,092 | $4,236+20.2% | $5,417-6.0% | $4,645+9.6% |